Getting Started with the Case Manager for Exchange Mailboxes

To get started with Case Manager, install software on a MediaAgent and then create a data classification plan and a server plan. An Index Server is required, so you can either reuse the Index Server used for the Exchange mailbox backup operations, or you can create an Index Server.

Step 1: Install Packages on the MediaAgent

You can use existing MediaAgents with Case Manager, or you can install MediaAgents to use specifically with Case Manager. For information about installing MediaAgents, see MediaAgent Installations. For information about sizing MediaAgents, see Hardware Specifications for MediaAgents.

Install the following packages on all MediaAgents that will be used with Case Manager:

• Exchange package

• Web Server package or Index Gateway package along with Content Extractor package.

• Content Analyzer package: This package is only required if you want the software to detect personally identifiable information (PII) in email messages. An example of PII is a passport number. For a list of the PII that can be detected, see Personally Identifiable Information (PII) Entity Types.

Step 2: Verify the Web Server Configuration

Verify that the following software is installed on the Web Server:

• Index Store package: When you install the Web Server package, the Index Store package is selected by default. If you did not install the Index Store package, you must install the Index Store package on the Web Server separately.

• To preview email messages on the search page and to perform operations such as exporting to the PST format, you must have Microsoft Outlook 64-bit installed on the Web Server.

Step 3: Register the Exchange Server Domain as a Name Server

When you register the Exchange server domain, select Active Directory as the directory type. For information about registering a domain, see Registering or Adding Domain Controllers.

Step 4: Verify Index Server Availability

You can use an existing Index Server with Case Manager, or you can install the Index Store package and then create an Index Server to use specifically with Case Manager. The Index Server content indexes data and performs the PII analysis.

To create an Index Server to use specifically with Case Manager, review the system requirements, and then install the Index Store package on a computer that meets the requirements. Use this computer to create an Index Server in the data classification plan.

Step 5: Create Plans

A case in Case Manager requires a server plan and a data classification plan. The data classification plan defines content indexing requirements and whether or not you want to detect PII. The server plan defines the storage location for the backup data and the RPO (recovery point objective).

Data Classification Plan

• Create a data classification plan, and then give Case Manager users access to the plan.

  • When you create a data classification plan, from the Target app list, select Case manager. You must also enable content search, and then select the Metadata and content option.

    For information, see Creating Data Classification Plans.

  • To give Case Manager users access to the data classification plans, assign Plan Subscription Role to the Case Manager user:

    From the navigation pane, go to Manage > Plans. Open the data classification plan, and in the Security section, click Edit. Type the Case Manager user, select Plan Subscription Role, and then click Add.

Server Plan

• Create a server plan, and then give Case Manager users access to the plan.

  • When you create a server plan, you must select a storage location that is associated with a MediaAgent from the previous step so that the MediaAgent has the correct packages installed.

    For information, see Creating a Server Plan.

  • To give Case Manager users access to the server plans, assign Plan Subscription Role to the Case Manager user:

    From the navigation pane, go to Manage > Plans. Open the server plan, and in the Security section, click Edit. Type the Case Manager user, select Plan Subscription Role, and then click Add.

Step 6: Assign the Required Roles

• Create the following security association for the Case Manager users or user groups:

  • Associate the Case Manager User role to the users or user groups with the Exchange user mailbox, journal mailbox or SMTP clients where the custodian data is backed up.

  • Assign the Agent Management permission on the Index Server.

  • Assign View permission to the users on Case Manager Reviewer role by completing the following steps

    1. From the navigation pane, go to Manage > Security > Roles.

    2. Select the Case Manager Review role.

       The Case Manager Reviewer page appears.

    3. Under Security, enter the user name or user group, select the View role from the list, and then click Add.

    4. Click Save.